Keep client tax files organized for IT and ops

IT admins miss filing client 1099s after onboarding checks, creating compliance gaps and audit risk. This ensures onboarding and ops access organized client records quickly.

Overview

Unfiled 1099s create audit risk for onboarding and operations. This workflow moves completed checklist documents into standardized client folders and notifies ops on exceptions, turning scattered files into a single source of truth. IT and onboarding see cleaner records, faster handoffs, and fewer missed filings.

Notable Features

Create client folders on checklist completion
Save submitted 1099s to client folders
Alert operations on upload exceptions